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HARBOR ADVISORY CORP /MA/

Position in HFWA — Heritage Financial Corp /Wa/

CIK 1100710 PORTSMOUTH, NH

Position in HFWA

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$608,691
New position
Shares Held
20,550
first reported quarter
Ownership
0.050%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#88
of 191 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

HARBOR ADVISORY CORP /MA/ holds $608,691 across 1 Banks - Regional name. HFWA ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HFWA
Heritage Financial Corp /Wa/
This page
20,550 $608,691

All Filings in HFWA

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $608,691 20,550